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Name Holding Trade Value Shares
Change 		Change in
Stake
WAOTB
2526
Wealth Advisors of Tampa Bay
Florida
$4.26M -$216K -1,004 -5%
BA
2527
Bennicas & Associates
California
$4.26M – – –
BWM
2528
Baystate Wealth Management
Massachusetts
$4.25M -$159K -739 -4%
VR
2529
Viridian RIA
Washington
$4.25M +$151K +703 +4%
CAN
2530
Claraphi Advisory Network
United States
$4.25M +$252K +1,170 +7%
BL
2531
Balentine LLC
Georgia
$4.23M +$113K +527 +3%
ANB
2532
Amarillo National Bank
Texas
$4.23M – – –
SW
2533
StrongBox Wealth
Missouri
$4.22M +$369K +1,717 +10%
MFG
2534
Merit Financial Group
Georgia
$4.21M -$609K -2,834 -13%
NIP
2535
Nicholas Investment Partners
California
$4.21M +$66.4K +309 +2%
GFS
2536
GYL Financial Synergies
Connecticut
$4.2M -$77.8K -362 -2%
WMA
2537
Wealth Management Associates
New Jersey
$4.2M -$70.5K -328 -2%
BFG
2538
Beacon Financial Group
Texas
$4.19M -$411K -1,911 -9%
BCM
2539
Breiter Capital Management
Florida
$4.19M -$28.8K -134 -0.7%
FSA
2540
Financial Sense Advisors
California
$4.18M -$10.3K -48 -0.3%
GA
2541
GoalVest Advisory
New York
$4.18M +$4.04M +18,787 New
RCIM
2542
Russell Clark Investment Management
United Kingdom
$4.16M – – –
CIG
2543
Consolidated Investment Group
Colorado
$4.16M +$1.8M +8,389 +81%
CIA
2544
Cohen Investment Advisors
New Hampshire
$4.16M +$4.02M +18,686 New
SG
2545
StoneX Group
New York
$4.15M +$474K +2,203 +13%
FA
2546
Fiducient Advisors
Illinois
$4.15M +$4.01M +18,661 New
RFN
2547
RDA Financial Network
Iowa
$4.15M +$13.5K +63 +0.3%
EP
2548
Edgestream Partners
New Jersey
$4.14M +$2.5M +11,637 +167%
KL
2549
KWMG LLC
Kansas
$4.14M +$103K +479 +3%
CTFG
2550
Capstone Triton Financial Group
Oklahoma
$4.14M +$4M +18,595 New
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102
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